The Finance Zone | Pensions | Inheritance Tax | Investment Funds
Interesting month this looks likely to be. September often is. People are beginning to talk about a Double Dip recession as if it could be a possibility. Maybe they are right.
It will certainly upset most of the Estate Agents in the UK.
So what is my focus over the coming months.
Firstly Poor Performing Pensions with providers like Abbey Life, Scottish Provident and Allied Dunbar to name a few, there is more information in here in these links
On another point relating to Abbey Life Pensions, if you are approaching retirement some of the Policy Conditions are not that helpful so you should seek advice as a matter of priority.
Other matters include reviewing the fund choice of your Pension and Investment Plans to included ISA’s and Unit Trust Investments. In simple terms if you have not reviewed yours over the past few years September/October looks like it will be in your best months of the year so far.
Given we are facing further uncertainty you should be focusing on your overall spending, and giving your Budget a tweak in anticipation of Christmas which of course is not far away.
Wills are Estate Planning are always topical and you should consider updating/revising or amending yours. Inheritance Tax is one of the few that can be safely avoided.
Thank you for dropping by, please let me have any questions you have by using the form on this page.
I look forward to hearing from you.
Richard Smith
0845 226 9106
